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Apple (AAPL) Reaffirms Itself: AI Spending Limits Have Become a Benefit
While competing companies spend hundreds of billions on AI data centers, Apple chose a completely different path.
Very low capital expenditure compared to Amazon, Microsoft, Google, and Meta Strong cash flow + share buybacks Investors are fleeing the "AI race" and moving toward Apple
The result? Shares rise +0.37% in pre-market trading after a strong day on Friday, and the stock is near its all-time highs.
#AIFearsSink10SP500StocksOver40% Fear of artificial intelligence caused 10 stocks in the S&P 500 index to drop by more than 40% in 2026, while the index itself rose by about 8.28%.
Investors strongly bought AI stocks (especially chips and memory) and sold shares they feared AI would destroy, particularly in software, consulting, and advertising.
The 10 worst-performing stocks through late July 2026 1. CoStar (CSGP): -58.86% 2. Intuit (INTU): -55.27% 3. The Trade Desk (TTD): -54.45% 4. Boston Scientific (BSX): -53.59% 5. Cognizant (CTSH): -45.24% 6. Accenture (ACN): -45.21% 7. Lululemon (LULU): -45.01% 8. Gartner (IT): -44.31% 9. Insulet (PODD): -42.56% 10. AppLovin (APL ): -41.83%
- Most were hit by a "SaaS-pocalypse" after Anthropic launched a new model in February 2026, as investors feared AI would reduce demand for traditional software and consulting. - Intuit was hurt by cheap AI tax tools that compete with TurboTax. - Accenture and similar companies saw clients shift spending toward AI rather than traditional consulting.
As for the worst two stocks (CoStar and Boston Scientific), they fell for reasons unrelated to AI (excess spending, growth issues, competition, and product recalls).
#OilDropsAbout6% Oil falls by about 6-7% today Reason: attacks between the US and Iran stopped during the weekend, so people removed the risk premium from the Strait of Hormuz.
Brent fell to around 89 levels, and WTI to 83-84. This is the lowest price in a week, but still much higher than levels before the tensions.
The market saw it as a sign of temporary easing, and the futures rose.
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Moderate opportunity (67/100) for a buy trade at support on the 1h timeframe. Current price ≈ 1911.88 Support: 1910.68 Entry: 1913.55 (or 1905.90 on retest) Stop loss: 1902.96 Target 1: 1918.18 (R/R 1.25) Target 2: 1923.25 (R/R 2.00) $ETH
The price is currently testing 65,557$ with a golden cross of the EMA7/25 averages on the hourly timeframe, and an expansion in the MACD supports short-term momentum. However, on the 4-hour timeframe, the price is still confined below the Bollinger middle line, which keeps the bigger picture cautious until a break above the $66,150 level.
Liquidity Data The buy-to-sell ratio has fallen to 0.47 as whales shift toward net selling. 94% of short positions are currently in profit versus only 13% for long positions—an indication of increasing distribution pressure.
• Short-term: accumulation at 64,970–65,030$ targeting 65,808$, with a stop-loss below 64,625$ • Medium-term: wait for a decisive breakout above 66,150$ to confirm a trend reversal • Long-term: institutional accumulation (e.g., Morgan Stanley) reflects long-term confidence despite current consolidation
The market is still in a consolidation phase, and unrealized gains are below levels that would suggest bullish euphoria—caution is needed regarding the risks of fake meme coins and scams.
Intel impresses the markets in Q2 2026 Intel (INTC) shares rose 4% after very strong quarterly results:
Revenue: $16.13 billion (+25.4% year-over-year) — the strongest growth in 15 years Earnings per share: 0.42$ versus estimates of 0.22$ (surpassing 93%) The AI and data center segment jumped 59% Intel Foundry grew 31%
But under GAAP measures, the company recorded a net loss of 2.16$ per share due to massive non-cash charges related to the CHIPS Act.
Guidance for Q3: revenue between $15.8–16.8 billion.